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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,047 | $223,823-58.9% | $211,142-56.4% | $154,746-40.5% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 18.94% | 50.39%-31.5pp | 46.84%-27.9pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,347 | $6,787-80.1% | $6,442-79.1% | $4,379-69.2% |
| Participant deferral / active EE | $6,906 | $9,750-29.2% | $9,284-25.6% | $6,730+2.6% |
| Admin fee / account holder | $594 | $19,707-97.0% | $19,076-96.9% | $14,365-95.9% |